Commit Graph

6595 Commits

Author SHA1 Message Date
didierlopes.eth
707fd8f506 Terminal supporting controller with multiple languages (#1730)
* initial implementation of terminal supporting multiple languages

* improve quote command

* stocks controller with english translation pattern

* add language to settings

* update reqs to have python-i18n

* find languages automatically

* add to documentation how to support another language

* markdown

* fix no member issue

* fix test

* refactor code with translations

* translate for options and options/scr

* solve translation for all submenus within options controller

* fix stocks controller tests

* translate disc and th

* dps and sia menus

* scr and ins

* add gov controller

* fix tests for new controllers

* stocks/ba and stocks/ca menus

* add stocks/fa

* res controller

* stocks/dd

* stocks/bt

* qa and pred

* crypto and crypto/disc

* overview and onchain menus

* defi

* nft and tools

* crpyto/dd

* stocks and crypto TA

* finish crypto menu

* finish ETF controller

* finish economy menu

* forex

* alternative and mutual funds

* refactor source for translated version

* econometrics and portfolio and brokers

* portfolio

* fix tests

* finish language implementation

* refactor code for cmds

* improve keys

* refactor name funcs and add docstrings

* fix minor stuff

* fix tests

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Chavithra <chavithra@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-24 21:56:16 +01:00
Jeroen Bouma
b992d17c87 Update Hugo documentation by refractoring (#1860)
* Update documentation

* Update _index.md
2022-05-24 10:43:56 +02:00
minhhoang1023
5231ee5455 Support command redirects to OpenBB Support page (#1846) 2022-05-23 16:43:05 +01:00
Jeroen Bouma
be24c3abd6 Add in Guides documentation to the Hugo documentation (#1845)
* Add in Guides documentation to the terminal

* Don't need eg twice

* Update _index.md

* Delete website/content/terminal/getting_started/images directory

* Update _index.md

* Delete website/content/terminal/introduction_to_stocks/images directory

* Adjust css so that tables and lists also have white text

* Small small change

* update white svg

Co-authored-by: jose-donato <zmcdonato@gmail.com>
2022-05-23 11:13:07 +02:00
Colin Delahunty
3f5d281264 Added the legend (#1854) 2022-05-22 15:24:27 +02:00
didierlopes.eth
a6f7e111e6 Bounty Hunter mood: 11 bugs fixed (#1853)
* fix #1850

* fix #1831

* add extra check to Reddit API keys

* ignore warning message to update praw api

* improve OpenBB links

* fix quick performance only on stocks class because I'm James bitch

* fix quick performance only on stocks class because I'm James bitch

* fix #1829

* fix #1821

* add messari to keys - fix #1819

* example of multiple oclumns to check on options/chains

* minor improvement in xlabel re. #1814

* remove repeated command

* fix #1698

* fix line too long

* fix #1814 fr now

* fix tests
2022-05-22 00:07:33 +01:00
didierlopes.eth
2cb229f35e Fix a bunch (#1852)
* spacing before and after rich tables

* fix menus to have standard UI

* fix tests

* fix tests

* fix tests
2022-05-21 16:57:39 +01:00
Theodore Aptekarev
7b374b7662 Add check for updates at terminal startup (#1839)
* Add check for updates at terminal startup

* Fix ycrv missing from documentation

* Add new line after update check message

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-20 18:49:27 +03:00
Jeroen Bouma
c75f15471e Add in the Getting Started guide (#1837)
* Add in Getting Started Guide

* Improve keywords

* Update getting_started.md

* Update getting_started.md

* Update getting_started.md

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-20 08:56:09 +02:00
Theodore Aptekarev
55fc1c56fd Fix backtesting tz (#1841)
* Fix backtesting not working on polygon data

* Acknowledge lack of support for intraday data
2022-05-19 19:29:54 -04:00
James Maslek
25d45d5458 Deprecate stocks/dps/volexch (#1840)
* comment out broken function

* unused import

* Fix tests + comment out removed functions

* lint
2022-05-19 14:50:54 -04:00
didierlopes.eth
0e3b62e143 Portfolio improvements (#1818)
* improve portfolio controller

* improve menu ux with disabling command when port or bench are not loaded

* allow custom reset with benchmark and portfolio loaded

* bench needs portfolio loaded to use start date, reflect that

* fix tests

* allow to see sum of a portfolio holdings

* add r-square to portfolio

* add skewness of data

* add kurtosis

* add stats

* allow perf command to select a period

* add yearly returns to cumulative return plot

* add individual rolling volatility

* add individual rolling sharpe

* add individual rolling sortino

* add individual rolling beta

* add period to cumulative returns

* clean up on aisle 5

* minor fix

* add volatility, sharpe ratio, sortino ratio and maximum drawdown ratio

* remove duplicated metrics

* check for portfolio and benchmark more modular

* fix tests

* remove sqrt(N) and N from sharpe and sortino calculations

* allow hold to export raw data from tail

* automatically add space before and after table

* add portfolio holdings in percentage

* fix relative dates to be more accurate

* refactor metric command to allow to select a metric of interest and check different periods

* fix cumulative return and implement new yearly return command

* add daily returns graph

* add distribution of daily returns command

* add monthly returns command

* add summary command with multiple metrics for a specific period

* calculate yearly (out)performance

* fix show

* rbeta with benchmark of 1

* improve mret style

* improve title of distribution

* improve volatility

* minor improvement in doc

* improve mret and yret

* tests

* update portfolio content on hugo docs

* fix ycrv hugo docs

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* Update _index.md

* fix issue

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-05-19 14:26:37 +01:00
Jeroen Bouma
ccbf194c6a Initialize the Guides and fill in the Introduction to Stocks (#1833)
* Add in all templates of guides and fill in the Introduction to Stocks already

* Small adjustment

* Minor
2022-05-18 15:01:53 +02:00
montezdesousa
4f692f26e6 Feature/yieldcurve (#1734)
* Adds yield curves

* Adds yield curves for several countries

* Adds yield curves for several countries

* Adds yield curves for several countries

* Adds yield curves for several countries

* Adds yield curves for several countries

* ycrv plots by default

* Limits source choices and renames raw columns

* Fix test

* Fix test

* lint

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
Co-authored-by: jose-donato <43375532+jose-donato@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-18 00:42:29 +01:00
James Maslek
26781cb153 Tidy up autoloading in places (#1832)
* Only try loading from stocks and crypto contexts

* im terrible with git
2022-05-17 23:50:18 +01:00
Minha, Jeong
2815f42a3c patternize validation of axes count with typo fix (#1781)
* patternize validation of axes count with typo fix

* remove unused console import

* fix suffix_text arg name typo

* Black

* add docstring with typehint, fast return if true

* Common : ta > fixing import

* Portfolio : view fix

* Black

* Helper : simplify `is_valid_axes_count`

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-05-17 20:20:48 +02:00
Jeroen Bouma
93af06a9bc Fix me renaming my own package (#1830)
* Fix me renaming my own package

* Work?
2022-05-17 18:02:22 +02:00
didierlopes.eth
bb6bdcc661 Add a luna crash custom reports (#1816)
* bring dashboards and reports menus one step above

* remove checkpoints

* Add a custom_report for luna_crash

* add Minh updated text and report

* Make a few change to the text

Co-authored-by: Minh Hoang <nminh.hoang1023@gmail.com>
2022-05-17 00:53:59 +07:00
Lefteris Platis
54a1b6f545 Feature/hedge (#1768)
* [Bug] Incorrect log for reddit keys. #1733 fix

* Create new feature-hedge

* Significantly improve code of hedge menu

* More robust

* Robustness

* Fix tests

* Fix can't multiply sequence by non-int of type 'numpy.float64' error

* Temporary fix of singular matrix error. Return first feasible solution

* Update Hugo Documentation

* Combining menus and cleaning up code

* Tidy up call_exp

* Update tests Round 1

* Update tests Round 2

* Fix linting error

* Fix linting?

* Fixed glitch

Co-authored-by: JerBouma <jer.bouma@gmail.com>
Co-authored-by: James Maslek <jmaslek11@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: colin99d <colin99delahunty@gmail.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-14 13:27:26 +01:00
Jeroen Bouma
7e37ed0444 Add comparisons between the portfolio and benchmark including an orderbook sheet (#1773)
* Add in Portfolio Holdings for Attribution functionality

* Update a whole bunch

* Small bugfix and linting

* Remove print statements

* Update Excel to match Yahoo Finance categorization

* Make sure portfolio and benchmark are aligned

* Add in benchmarks, robustness and bugfixing

* Improve the spreadsheet

* Add in allocation model and improve portfolio features

* Bugfixing and more equities in the template

* Bugfix

* Bugfixing

* Add tests and website stuff

* WORK

* Clean up the code

* Add back in terminal changes

* Missing an enter imo

* Documentation fix

* Small fix

* Change code because tests cant handle formatting

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-14 12:42:01 +01:00
James Maslek
c69e14a5ca Improve main terminal menu + small alignments (#1813)
* random spacing

* add m

* Add context descriptions to main terminal menu

* clean up forex alignment

* lint
2022-05-13 01:54:58 +01:00
Danglewood
ca6d11a020 Updates a small typo in index list of economy/yfinance_model.py & also adds additional indices to the list. (#1811)
* commit

* commit

* Corrected typo in the index list, and added Thailand, Philippines, Wilshire US Large Cap Growth and Value, MOVE Index

* update to index list

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-12 23:25:03 +01:00
didierlopes.eth
a7c148026f Re-add notebooks removed by #1805 (#1812)
* bring dashboards and reports menus one step above

* remove checkpoints

* add notebooks again
2022-05-12 22:47:04 +01:00
Theodore Aptekarev
e22285945d Update project version (#1807) 2022-05-12 19:52:02 +03:00
didierlopes.eth
2e45f72482 OpenBB Terminal blended signature (#1806)
* bring dashboards and reports menus one step above

* remove checkpoints

* blend openbb terminal signature

* linting

* update gitignore

* fix crypto dd tests
2022-05-12 16:11:26 +03:00
didierlopes.eth
37ea3fd6a3 Reports and Dashboards to be one level above (#1805) 2022-05-12 12:35:36 +01:00
jose-donato
24cf4a4b4d fix 1756 (#1801)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-12 03:18:51 +01:00
didierlopes.eth
a2ecbe9bfe Improve overall UX (#1804)
* Improve overall UX

* follow Andrew suggestion

* improve versioning modified

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-12 02:51:29 +01:00
jose-donato
b40c2b7a6e fix 1793; bring stocks ta to crypto (#1802)
Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
2022-05-11 20:42:40 -04:00
didierlopes.eth
1e454bb4a4 Fix regression bug introduced by #1709 regarding support command (#1803)
* fix tz autocomplete

* fix regression introduced by support command #1709

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-12 00:57:01 +01:00
jose-donato
27fe13172d Fixes 1636 - hugo docs showing white bg (#1800)
* fixed 1636

* fix merge issue

* fix hugo docs issue

* fixed dos

* Website : fixing stocks/tradinghours

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-05-12 01:34:38 +02:00
alexferrari88
ef73d8b583 Add /crypto/ta/kc implementation (#1799)
* Add /crypto/ta/kc implementation #1793

* Fix pylint error

Co-authored-by: Alex Ferrari <a.ferrari88@gmail.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-12 00:02:44 +01:00
Szymon Błaszczyński
33a041e5bf Trading hours stock feature (#1697) 2022-05-11 19:51:03 +01:00
didierlopes.eth
adec66fe93 improve error keys for reddit and twitter error (#1797)
* improve error keys for reddit and twitter

* fix whale alert
2022-05-11 14:47:15 +01:00
alexferrari88
14a800d58d Fix crypto loading for Binance #1794 (#1795)
Co-authored-by: Alex Ferrari <a.ferrari88@gmail.com>
2022-05-11 12:20:40 +01:00
Minha, Jeong
665ed8810b change view_vwap to specify date range (#1790)
* change view_vwap to specify date range

* test code change due to last commit

* check end for calling end.date()

Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-05-11 10:57:29 +01:00
JJ
a30b6daba6 Update README - Very minor grammatical typos (#1792) 2022-05-10 20:27:53 -04:00
Colin Delahunty
9068ad0124 Refactored Crypto Tests (#1743)
* Refactored tests

* Removed unused command

* Added tests

* Tests : remove cassettes files + add fixture

* Black

* Tests : skip tests

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
Co-authored-by: minhhoang1023 <40023817+minhhoang1023@users.noreply.github.com>
Co-authored-by: Chavithra PARANA <chavithra@gmail.com>
2022-05-10 23:32:09 +02:00
minhhoang1023
2e67fd28a0 Add terminal-wide report command (#1709)
* Add terminal-wide report command

* Update requirements.txt

* Update lock file

* Remove commented lines

* Pre-fill Google Forms

* Update form

* Fix PR review

* Fix PR review

* remove conflicts

Co-authored-by: jmaslek <jmaslek11@gmail.com>
2022-05-11 01:45:14 +07:00
didierlopes.eth
f47e10918a Simplify way to generate report templates (#1788)
* simplify way to generate report templates

* add documentation

Co-authored-by: James Maslek <jmaslek11@gmail.com>
2022-05-10 09:22:24 +03:00
James Maslek
d3c4919993 Add stock fundamentals from polygon (#1774)
* Add polygon to fundamentals

* Update fa menu text

* Update fa menu text

* tests for _model

* wording/lint

* _view tests

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-09 19:07:11 -04:00
andrewkenreich
e6aa412ef3 bump version on nsis installer and change execution type (#1772)
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
2022-05-09 17:16:50 +03:00
Minha, Jeong
036ebb826f add referer for avoid 403 (#1787)
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-09 01:07:03 +01:00
Minha, Jeong
82d9be5fb3 fix coindix api call error (#1786)
* fix coindix api call error

* black formatter apply
2022-05-09 00:36:45 +01:00
Minha, Jeong
e00534c9d1 Duplicated code remove (#1780)
* print function to console.print

* remove duplicated and worng positioned class

* black formatter apply

* circular import resolve

* add pylint import-outside-toplevel disable

Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-07 20:53:52 +03:00
Minha, Jeong
9fca640d8e stock search error fix (#1761)
* Allow stock search keyword has whitespace

* Add exchange Sapporo Delayed Price Currency in JPY

* Add exchange Sapporo Delayed Price Currency in JPY

* black formatter apply

* pyupgrade apply to use f string

* black formatter apply after pyupgrade

* add docstring

* normalize function to use it generally

* moving function to helper_func file

* change funciton name to snake

* change checker lambda to def and name to snake

* black formmatter apply

Co-authored-by: 정민하 <mhjeong@sharekim.com>
Co-authored-by: Theodore Aptekarev <aptekarev@gmail.com>
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-07 16:44:20 +01:00
Minha, Jeong
b767e3b973 start attribute change to datetime from str (#1779)
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-07 16:19:12 +01:00
Minha, Jeong
802a15b268 mc -n arg to int from str using check_positive (#1777)
Co-authored-by: didierlopes.eth <dro.lopes@campus.fct.unl.pt>
2022-05-07 15:54:07 +01:00
alexferrari88
a839b3e44d Fix API table (#1775)
* Reorder API table alphabetically

* Add missing GitHub reference to API table

Co-authored-by: Alex Ferrari <a.ferrari88@gmail.com>
2022-05-07 15:26:44 +01:00
Theodore Aptekarev
cc52bf5b16 Stop treating loss as a small value (#1770) 2022-05-06 01:06:59 +03:00